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Mudrick Capital Management, L.P.

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13F filer, CIK 1655183, NEW YORK, NY

Mudrick Capital Management, L.P. reported $447,928,109 across 4 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001814554-26-000153

Period
2026-06-30
Reported value
$448M
Holdings
4
Top 10 weight
100%
New
1
Sold out
0

Part of the filer group Mudrick Capital Management, L.P.

  • Jason Mudrick
  • Mudrick Distressed Opportunity 2020 Dislocation Fund GP, LLC
  • Mudrick Distressed Opportunity 2020 Dislocation Fund, L.P.
  • Mudrick Distressed Opportunity Drawdown Fund II GP, LLC
  • Mudrick Distressed Opportunity Drawdown Fund III GP, LLC
  • Mudrick Distressed Opportunity Drawdown Fund III, L.P.
  • Mudrick Distressed Opportunity Drawdown Fund II, L.P.
  • Mudrick Distressed Opportunity Drawdown Fund II SC, L.P.
  • Mudrick Distressed Opportunity Fund Global, L.P.
  • Mudrick Distressed Opportunity SIF GP, LLC
  • Mudrick Distressed Opportunity SIF Master Fund, L.P.
  • Mudrick GP, LLC
How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DPCnew+6,402,671$314M
FUBOadded+1,257,405$11.6M
VRMadded+15,595$120K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EVTLreduced-2,500,000-$4.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001814554-26-000153, largest first. % of portfolio is the value over $447,928,109, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DPCDPC HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,402,671 shares 6,402,671$314M70.13%newTimeline
EVTLVERTICAL AEROSPACE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,343,585 shares; 2025Q1: 51,509,585 shares; 2025Q2: 51,509,585 shares; 2025Q3: 54,009,585 shares; 2025Q4: 54,659,585 shares; 2026Q1: 54,659,585 shares; 2026Q2: 52,159,585 shares 52,159,585$90.8M20.26%-2,500,000Timeline
VRMVROOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,952,231 shares; 2025Q2: 3,967,251 shares; 2025Q3: 3,967,251 shares; 2025Q4: 3,967,251 shares; 2026Q1: 3,967,251 shares; 2026Q2: 3,982,846 shares 3,982,846$30.7M6.85%+15,5952026-09-30, 13D/A: 3,982,846 shares, 76.1% of the class, 13D/A filed 2026-10-01 Timeline
FUBOFUBOTV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,060 shares; 2026Q2: 1,346,465 shares 1,346,465$12.4M2.77%+1,257,405Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001814554-26-000153 base2026-08-14acceptance time not in the bulk data set